Plan Ledger DOL Form 5500 · updated monthly

Regional Mso LLC401(k)

REGIONAL MSO LLC SAVINGS PLAN · STATEN ISLAND, NY · plan year 2022

Reported admin expense ratio · 2022
0.12%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Regional Mso LLC reported $27,023 in plan administrative expenses for 2022: 0.12% of average plan assets, below the peer median. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.12% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,512th-largest of 5,648 plans among New York employers on file, and the 3,663rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$20,301,078
Participants with balances163
Active participants128
Employer contributions$0
Employee contributions$556,138
Employer contribution per active participant$0
Average account balance$124,546
Benefits paid to participants$763,175
Plan auditUnmodified (clean) audit opinion
AuditorBERDON LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.6M · 88 accts
2023$18.7M · 150 accts
2022$20.3M · 163 accts
The Regional Mso LLC 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$2,266

Regional Mso LLC's 2022 employer contribution ran below the $2,266 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$33,746 · 0.24%
2023$27,519 · 0.14%
2022$27,023 · 0.12%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 465155055 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.